CIM

CIM Investment Management Portfolio holdings

AUM $369M
1-Year Est. Return 22.35%
This Quarter Est. Return
1 Year Est. Return
+22.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.2M
3
+$1.03M
4
CRM icon
Salesforce
CRM
+$981K
5
BAX icon
Baxter International
BAX
+$785K

Top Sells

1
+$2.64M
2
+$970K
3
+$948K
4
NVDA icon
NVIDIA
NVDA
+$946K
5
CMCSA icon
Comcast
CMCSA
+$822K

Sector Composition

1 Technology 13.58%
2 Healthcare 9.85%
3 Financials 8.48%
4 Communication Services 6.97%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$218K 0.08%
5,003
+72
227
$216K 0.08%
12,051
+164
228
$212K 0.08%
4,140
+59
229
$211K 0.08%
1,279
-14
230
$210K 0.08%
14,644
+214
231
$209K 0.08%
13,752
+199
232
$208K 0.08%
10,319
+149
233
$206K 0.08%
+4,125
234
$205K 0.08%
4,191
+60
235
$203K 0.08%
+954
236
$201K 0.08%
17,596
+254
237
$200K 0.08%
+18,745
238
$200K 0.08%
2,053
+29
239
$198K 0.08%
11,356
-11,034
240
$167K 0.06%
1,009
+14
241
$163K 0.06%
10,908
+157
242
$163K 0.06%
14,409
+209
243
$162K 0.06%
37,754
+546
244
$156K 0.06%
11,757
+170
245
$155K 0.06%
32,967
-357
246
$154K 0.06%
+20,115
247
$149K 0.06%
15,790
+227
248
$148K 0.06%
18,216
+264
249
$140K 0.05%
15,585
+225
250
$139K 0.05%
19,079
+276
8 9
10
11 12